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Retirement tax questions
Will the 8915-E address the TT prompt for separate 1099-R's to cover a partial (2020) RMD with subsequent rollover back into the IRA as per CARES act, QCD contributions, and partial RothIRA conversion? Presently am prompted by TT to prepare several 1099-R's within TT(after entering all of the above manually from the 1099-R sent me by the brokerage)--when only one received from the brokerage(who states they will not be issuing any corrected nor separate 1099-R's to address this).
Thanks very much.
‎January 31, 2021
4:24 PM